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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,360 | $156,927-90.8% | $121,169-88.1% | $139,456-89.7% |
| Participation rate | 30.0% | 76.4%-46.4pp | 69.5%-39.5pp | 80.3%-50.3pp |
| Annual return | 18.66% | 1475.85%-1457.2pp | 986.71%-968.1pp | 373.45%-354.8pp |
| Employer contribution / active EE | $384 | $5,542-93.1% | $4,168-90.8% | $4,753-91.9% |
| Participant deferral / active EE | $455 | $4,848-90.6% | $4,083-88.8% | $6,711-93.2% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |